+1,678.2%
MOD vs AMCR
-4.5%
+1,682.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-07 to 2026-09-07.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -2.0% | -8.9% | -9.9% |
| 7D | -10.3% | -4.8% | -5.5% | -7.9% |
| 30D | +15.0% | +8.0% | +7.0% | +10.2% |
| 3M | +34.8% | +13.0% | +21.9% | +25.5% |
| 6M | +58.7% | +18.0% | +40.7% | +43.7% |
| YTD | +59.0% | +14.6% | +44.4% | +46.7% |
| 1Y | +175.3% | -1.3% | +176.6% | +172.4% |
| 3Y | +700.0% | -1.5% | +701.5% | +688.9% |
| All | +1,678.2% | -4.5% | +1,682.7% | +1,632.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2021-09-07 to 2026-09-07: compounded portfolio wealth divided by compounded AMCR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2021-09-07 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling